Serv-U FTP Configuration Guide

How to configure Serv-U FTP for use with Helm

WebHost Automation Ltd

http://www.webhostautomation.com/
January 2006
Doc: HELM300.02.09

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Serv-U FTP Configuration Guide

Table of Contents
SERV-U FTP CONFIGURATION ................................................3
Using Serv-U as a Central FTP Service ............................................ 6
Setting up a Serv-U FTP Service in Helm......................................... 7
Setting up a Serv-U FTP Resource in Helm...................................... 8

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Serv-U FTP Configuration Guide

Serv-U FTP Configuration

Serv-U can be configured for use on any of the Helm remote servers as well as the control
server. Helm uses the registry to communicate with Serv-U.
1. After installing Serv-U, go through the setup wizard to get started (it will automatically
prompt you to click Next). When working through the wizard, you may need to
configure some other items (such as your machines IP address). Work through these
until you get to the screen where it asks you for a domain name.
2. You will be prompted to enter a domain name replace the Wizard-generated name with
something relevant and related to Helm, such as HELM FTP ACCOUNTS then click Next
to continue:

3. You will now be asked whether to have Serv-U start automatically when the server is
started. Select Yes, and click Next to continue:

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Serv-U FTP Configuration Guide

4. Choose not to allow Anonymous access, and click Next to continue:

5. If you wish, create a named account and password (recommended), then click Next to
continue. Click Finish to end the wizard.
6. The wizard is now complete but there are a few more steps to carry out. Expand the tree
on the left to Local Server > Domains > HELM FTP ACCOUNTS as below:

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Serv-U FTP Configuration Guide

7. On the right hand pane, ensure that the domain is online (click the Put Domain Online
button), and also make sure that the Domain Type dropdown is set to Store in
computer registry:

Set this to store

in the registry

Once done, Serv-U configuration (external to Helm) is completed. Configuring Helm to use ServU is discussed later in this document.

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Serv-U FTP Configuration Guide

Using Serv-U as a Central FTP Service

Helm fully supports using Serv-U as a central FTP server for all the web servers. In order for
Serv-U to function as a central service it will need to have permissions to access the file systems
on the web servers.
You will need to update the logon NT user that the service runs under to be an administrator that
has access on all of the machines. You can use the Helm administration account for this purpose
(by default, this is HELM_ADMIN). This administrating NT account should be added to all of the
remote machines so that Helm can access them also.
To do this you need to edit the Serv-U Windows service under
Start > Control Panel > Administrative Tools > Services.
Choose the Log On tab:

Choose This account and then enter HELM_ADMIN (or whatever you are using as the Helm
System Identity in the Helm Configuration Tool), and then enter the corresponding password for
that account. Click OK to complete configuration of the Central FTP Service.

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Serv-U FTP Configuration Guide

Setting up a Serv-U FTP Service in Helm

In Helm, go to:
Home > System Settings > Servers > [Your Server] > Services
Create a new service, give it a friendly name and select Serv-U FTP from the dropdown box (any
version). You will then be presented with the following screen:

Choose the root path you want to store your FTP folders in (by default it is C:\Domains but it is
strongly advised to change this). Choose an IP from the dropdown box on which you wish the
FTP service to communicate.

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Serv-U FTP Configuration Guide

Setting up a Serv-U FTP Resource in Helm

Once you have selected your options, click Next to save the service. You now need to add this
service into your FTP Resource so that Helm will use it when creating FTP accounts. To do this, go
to:
Home > System Settings > Resource Setup > [Your FTP Resource]
If you havent got an FTP resource, click Add New on this screen to go through the wizard
to add one. In your FTP Resource you will see two boxes. At the bottom is where your Services
are grouped together:

As seen above, you may already have a service in there belonging to a different server this
is fine; by adding the new Serv-U FTP service into this resource, Helm will then balance FTP
accounts between the new service and any existing services (and the servers they
reside on) automatically.

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Serv-U FTP Configuration Guide

Click Add New to add a new service to this resource. You now need to select the Serv-U FTP
service you just added and click Save:

If the resource was already there before you added the service, then your configuration is now
complete.
However, if you created the FTP resource from scratch, you will now need to propagate the
resource down through all of your plans and packages by going into each plan and going to
Resource Limits, then FTP Resources. You then need to make sure that the resource is both
enabled and selected from the dropdown box, as below:

You can set the limits to be whatever you desire for that plan. Once youve done this for all of
your plans and packages, configuration is complete.

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